Investment Director

Garry Executive Search is conducting a confidential, retained search on behalf of a fee-only registered investment advisor in Central New Jersey seeking an experienced Investment Director to lead its investment research function. This is a key leadership role responsible for the development, oversight, and evolution of the firm's investment strategies and portfolio construction process.

What You'll Do

• Lead the firm's investment research process and help establish research priorities
• Conduct and oversee fundamental, quantitative, and macroeconomic research across asset classes
• Evaluate individual securities, ETFs, mutual funds, private investments, and alternative asset strategies
• Present investment recommendations and strategic insights to the investment committee
• Monitor portfolio positioning, asset allocation, and risk exposures across client portfolios
• Assist in the design, implementation, and ongoing refinement of investment strategies and model portfolios
• Participate in due diligence for external managers and alternative investment opportunities
• Mentor and develop junior research professionals
• Help establish research standards, workflows, and best practices
• Participate in client meetings when appropriate to discuss investment strategy and market outlook
• Contribute to written market updates, commentary, white papers, and educational content

What We're Looking For

Required:

• 8+ years of professional investment research, portfolio management, or institutional investment experience
• Deep understanding of equities, fixed income, ETFs, mutual funds, and portfolio construction
• Strong analytical and quantitative skills
• Excellent written and verbal communication abilities
• Demonstrated leadership, project management, and organizational abilities

Preferred:

• Advanced degree in finance, economics, business, or related field
• Experience serving on an investment committee or similar decision-making body
• Experience evaluating alternative investments, including private credit, private equity, real estate, and hedge fund strategies
• Experience using Bloomberg Terminal and other institutional research platforms
• Experience mentoring analysts or leading research teams
• Base salary $150K-$200K, flexible for the right background, plus performance-based incentives
• Employee-owned firm; all employees participate in an ESOP with annual dividend withdrawal
• 401k with a safe harbor match up to 4% plus a discretionary match of 3% of compensation
• Fully paid health and dental insurance, 50% employer-paid vision
• Long-term disability and life insurance
• Hybrid schedule, two days remote per week, plus additional WFH periods around summer and holidays
• 17 PTO days per year, plus a birthday PTO day and a holiday bonus day, 19 total
• No-cost wealth management and financial planning for employees and immediate family, discounted for extended family
• Education, certification, and conference support

Why This Opportunity

This firm has built a strong reputation for integrity, collaboration, and personalized client care. You'll be stepping into a high-trust environment where your expertise will be valued, your input will matter, and your work directly support a team that's passionate about serving clients at the highest level.

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.